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Wealth Advisors | Greg Young
At Wealth Advisors, it’s all about helping create your best 2nd Half. Our focus is on you. Your hopes. Your dreams. Your win. We call it 2nd Half WEALTH.
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Category Archives: 2nd Half (Retirement) Planning

Yogi Berra

“Yogi-isms”

2nd Half (Retirement) Planning, Greg's BlogBy Cathy MartinSeptember 15, 2021

How They Apply To Your Investments Earlier this summer, the US Postal Service announced that Yogi Berra, the legendary Yankees catcher, would be given his own postage stamp.1 It’s a tremendous honor, as Yogi is only the thirtieth baseball player in history to have his face on a stamp…and the USPS receives approximately 30,000 proposals…

Greg Young

52 Months and its OVER!

2nd Half (Retirement) Planning, Greg's Blog, TaxesBy Cathy MartinSeptember 1, 2021

What Have You Done?   The countdown started in December 2017 when President Trump signed the Tax Cuts and Jobs Act (TCJA) aka the Trump Tax Cuts.   This legislation created the lowest tax brackets for many of us in our lifetimes. It’s the largest overhaul made in the last 30 years to the tax…

Social Security

SS Disaster Coming?

2nd Half (Retirement) Planning, Greg's BlogBy Cathy MartinAugust 25, 2021

Simplify and Strengthen As I’ve written and spoken many times there’s a potential train wreck coming with Social Security. I’m seeing more articles in the press voicing concern (see editorials below).  We may have less than a decade to go and then there will be great difficulty for those receiving Social Security benefits and those…

Just Doing Their Job

Thank You for Your Everyday Efforts! [VIDEO]

2nd Half (Retirement) Planning, Greg's BlogBy Cathy MartinAugust 18, 2021

Even if it just seems like you’re “just doing your job”… We have so many first responders and others to be grateful for. So many put their lives at risk and later say, “I was just doing my job.” When I heard this story, I knew I wanted to share it with you. When a…

Aging Parents

Difficult Conversations

2nd Half (Retirement) Planning, Greg's BlogBy Cathy MartinAugust 11, 2021

Start Early It’s interesting what catches your eye as you go through life’s transitions. We’ve recently made some changes in our family to be more available over the coming years for Angela’s parents. Many of you have done similar and I know many are considering your options on how you might do the same. We…

Denver Capital

Will This Affect You?

2nd Half (Retirement) Planning, Greg's BlogBy Cathy MartinAugust 4, 2021

There is new legislation that directly impacts your Colorado charitable deductions. While this tax change will not apply to all of you, I believe it is important for you to be aware of this information. The bill (H.B. 21-311) was part of a package to raise $400 million in revenues for the state to spend…

Tokyo 2021 Olympics

Where are You Climbing to? And Who Are You Lifting Up?

2nd Half (Retirement) Planning, Greg's BlogBy Cathy MartinJuly 28, 2021

Make Plans to Attend the Olympic Games Fan Fest in Downtown Colorado Springs The Olympics are here again!  My family and I love watching the Games because it’s a chance to marvel at superhuman feats of skill and athleticism.  More importantly, I also find the Olympics to be a great source of inspiration due to…

Time Is Money

Time Is An Asset. Use It. Manage It. Make It Work For You!

2nd Half (Retirement) Planning, Greg's BlogBy Cathy MartinJuly 14, 2021

Time Management Is Crucial to Financial Success   I’ve been thinking a lot about time management the past couple months, as it seems I keep “running out of time”.  Time management is defined on Wikipedia as “the act of planning and exercising control over the amount of time spent on specific activities, especially to increase…

Gas Then

Destroyed: Your Purchasing Power

2nd Half (Retirement) Planning, Greg's BlogBy Cathy MartinJuly 7, 2021

Have You Filled Up Your Gas Tank Recently? Gas then… $0.29/gallon In just about a year’s time we’ve seen gas prices sky rocket! We buy most of our gas at Costco on Nevada. Who remembers gas in the $1.60 – $1.70 range? I could fill up the truck for $50-$60. It was great. I filled…

Happy Father's Day

Was President Teddy Roosevelt Timid or Courageous?

2nd Half (Retirement) Planning, Greg's Blog, TaxesBy Cathy MartinJune 16, 2021

Happy Father’s Day! As you know, this special day isn’t just a chance to buy Dad some new cologne or a power drill.  It’s an opportunity to reflect on what fathers mean to us.  The things they’ve taught, the values they’ve instilled, the examples they’ve set. It’s a chance to look in the mirror and…

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